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Analog Century Management LP

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13F filer, CIK 1753384, NEW YORK, NY

Analog Century Management LP reported $1,234,206,014 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 57.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001171

Period
2025-03-31
Reported value
$1.23B
Holdings
23
Top 10 weight
57.08%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LITEnew+968,039$60.3M
STMnew+1,589,804$34.9M
SMCInew+942,865$32.3M
AMDadded+158,615$16.3M
CIENadded+208,509$12.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ANETexited-602,304-$66.6M
MSIexited-115,090-$53.2M
GFSexited-1,172,167-$50.3M
APHreduced-128,944-$8.46M
ARWreduced-73,587-$7.64M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001420506-25-001171, largest first. % of portfolio is the value over $1,234,206,014, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771,871 shares; 2024Q4: 783,001 shares; 2025Q1: 811,016 shares 811,016$87.9M7.12%+28,015Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 493,428 shares; 2024Q4: 506,863 shares; 2025Q1: 529,457 shares 529,457$87.9M7.12%+22,594Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,274,628 shares; 2024Q4: 1,306,011 shares; 2025Q1: 1,177,067 shares 1,177,067$77.2M6.26%-128,944Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 438,691 shares; 2024Q4: 417,426 shares; 2025Q1: 451,035 shares 451,035$75.5M6.12%+33,609Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,061 shares; 2024Q4: 164,809 shares; 2025Q1: 156,842 shares 156,842$67.3M5.45%-7,967Timeline
FNFABRINETQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,979 shares; 2024Q4: 316,662 shares; 2025Q1: 328,725 shares 328,725$64.9M5.26%+12,063Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,785 shares; 2024Q4: 103,018 shares; 2025Q1: 93,059 shares 93,059$63.3M5.13%-9,959Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 523,155 shares; 2024Q4: 446,847 shares; 2025Q1: 605,462 shares 605,462$62.2M5.04%+158,615Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 968,039 shares 968,039$60.3M4.89%newTimeline
MTSIMACOM TECH SOLUTIONS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,320 shares; 2024Q4: 462,361 shares; 2025Q1: 577,893 shares 577,893$58M4.7%+115,532Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,057 shares; 2024Q4: 96,365 shares; 2025Q1: 107,991 shares 107,991$56.8M4.6%+11,626Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 756,032 shares; 2024Q4: 632,802 shares; 2025Q1: 841,311 shares 841,311$50.8M4.12%+208,509Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,709,448 shares; 2024Q4: 2,001,438 shares; 2025Q1: 1,932,170 shares 1,932,170$48.6M3.93%-69,268Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 312,545 shares; 2024Q4: 364,803 shares; 2025Q1: 326,381 shares 326,381$47.4M3.84%-38,422Timeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,742 shares; 2024Q4: 1,116,581 shares; 2025Q1: 1,135,587 shares 1,135,587$46.2M3.74%+19,006Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 906,377 shares; 2024Q4: 530,558 shares; 2025Q1: 707,130 shares 707,130$42.2M3.42%+176,572Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,236,076 shares; 2024Q4: 735,573 shares; 2025Q1: 656,961 shares 656,961$40.4M3.28%-78,612Timeline
RMBSRAMBUS INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 825,288 shares; 2025Q1: 680,113 shares 680,113$35.2M2.85%-145,175Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,323 shares; 2024Q4: 411,610 shares; 2025Q1: 338,023 shares 338,023$35.1M2.84%-73,587Timeline
STMSTMICROELECTRONICS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,447,597 shares; 2024Q4: not reported; 2025Q1: 1,589,804 shares 1,589,804$34.9M2.83%newTimeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 942,865 shares 942,865$32.3M2.62%newTimeline
STSENSATA TECHNOLOGIES HLDG PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,306,002 shares; 2024Q4: 1,353,206 shares; 2025Q1: 1,301,636 shares 1,301,636$31.6M2.56%-51,570Timeline
TSEMTOWER SEMICONDUCTOR LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 880,137 shares; 2024Q4: 793,439 shares; 2025Q1: 790,279 shares 790,279$28.2M2.28%-3,160Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ANETARISTA NETWORKS INC602,304$66.6Mshares
MSIMOTOROLA SOLUTIONS INC115,090$53.2Mshares
GFSGLOBALFOUNDRIES INC1,172,167$50.3Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001171 base2025-05-15acceptance time not in the bulk data set